There are four ways to send feedback and feature requests to Savio from Hubspot. This is handy for your Sales team: if they find out a prospect didn’t choose your product because it lacked a feature or another product reason, they can quickly make a note of it and it’ll be sent automatically to your Savio vault. Again, you can click on the feature request to view it in Savio.Ĥ Ways to add feedback from HubSpot to Savioįinally, we’ve made it easy to add feedback directly to Savio from HubSpot without switching applications or tools. It shows you all the feature requests from all the Contacts at that company. The Savio widget is also visible on the Company contact page in HubSpot for any given company. You can click on the feature request and you’ll be taken to that feature request in your Savio feedback vault. This shows you all the feature requests that a given Contact has requested. You’ll notice the Savio widget on your Contact page in HubSpot. These show you the features that a given contact has requested. When you connect Savio with HubSpot, you’ll notice that a Savio widget is added to several of your HubSpot pages. These give you a number of powerful ways to filter your feature requests and feedback so you have the information you need to make thoughtful decisions about which features you prioritize. In Savio, each feature request and piece of feedback has a Person assigned to it, together with the Company they belong to (if that’s relevant) and their Attributes. Attributes are updated nightly, so if you make changes to the attributes of your Contacts in HubSpot, you may not see those reflected in Savio until the next day. Savio pulls in these Attributes so you can filter feedback requests by them. Company information from HubSpot is updated in Savio almost immediately after you make the change to those companies.Īttributes: In HubSpot, you can assign “Attributes” to your Contacts and Companies including things like Annual Revenue. Savio preserves that relationship: when it pulls in the information about your HubSpot Contacts, it also brings in information about the Companies they belong to. These are updated automatically, so when you make a change in your contacts in HubSpot, those changes are reflected almost immediately in Savio.Ĭompanies: In HubSpot, your Contacts can be associated with “Companies”. People: Your HubSpot “Contacts” become “ People” in Savio. When you connect HubSpot to Savio, these get pulled into Savio automatically. You already have all your customers and prospects in HubSpot-these are your “Contacts”. Pulling People, Companies, and Attributes from HubSpot You’ll be asked to give Savio permission to connect with HubSpot. Scroll down to the “Connect to HubSpot” box and click “Connect HubSpot”.ģ. Log into Savio, click your name in the top right corner, and select “Integrations”.Ģ. Savio currently only integrates with the CRM tool. Note: HubSpot has several products including a suite of marketing tools, a content management system, and a customer service tool. How you can see Savio feedback in the HubSpot CRMĤ Ways to add Feedback from HubSpot to Savio How Savio pulls in People, Companies, and Attributes from your HubSpot database Our HubSpot integration makes it easy for your Sales team to send that feedback directly to Savio without switching tools. You can use it to build a better product and improve sales. You might even get customers choosing a competitor because your product doesn’t have a feature they need. While most of your feedback and feature requests will likely come from your existing customers, it’s also fairly common to get feedback on your product from your prospective customers. Savio can connect with HubSpot’s powerful customer relationship management (CRM) tool. How To Set Up Savio’s Hubspot Integration
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